# The Coromandel Heritage Trust

**Charities Register number:** CC29802
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Thames
**NZBN:** 9429043131815
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To plan, establish, & oversee the functioning of a heritage & archival repository: to encourage the collection & preservation of historical material from, & promote the historical significance of, the Thames, Coromandel, Hauraki, & Ohinemuri areas: to provide the facilities to encourage investigation of family history: promote historical & archival research: & to provide educational & advisory assistance.

## CharityData rating

- **Grade:** C (61.5 / 100)
- **Financial health:** 70/100
- **Governance:** 75/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-03-31)

- **Total revenue:** NZ$69k
- **Total expenses:** NZ$107k
- **Surplus / deficit:** NZ$-38k
- **Total assets:** NZ$949k
- **Total liabilities:** NZ$22k
- **Net assets:** NZ$928k
- **Cash reserves:** NZ$100k
- **Donations:** NZ$10k
- **Staff costs:** NZ$23k
- **Paid staff:** 2
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=dd991518-c50e-f011-bb41-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-03-31 | NZ$69k | NZ$107k | NZ$-38k | NZ$928k |
| 2024-03-31 | NZ$290k | NZ$305k | NZ$-15k | NZ$1.15M |
| 2023-03-31 | NZ$241k | NZ$256k | not disclosed | NZ$1.17M |
| 2022-03-31 | NZ$192k | NZ$178k | not disclosed | NZ$1.19M |
| 2021-03-31 | NZ$116k | NZ$115k | not disclosed | NZ$164k |
| 2020-03-31 | NZ$121k | NZ$108k | not disclosed | NZ$156k |
| 2019-03-31 | NZ$54k | NZ$97k | not disclosed | NZ$1.16M |
| 2018-03-31 | NZ$112k | NZ$37k | not disclosed | NZ$1.21M |
| 2017-03-31 | NZ$49k | NZ$40k | not disclosed | NZ$90k |
| 2016-03-31 | NZ$38k | NZ$48k | not disclosed | NZ$1.13M |

## Governance

- **Officers on the register:** 7 current (48 including former)
- **Chair recorded:** yes
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC29802) and on the charity's profile page.

## Disclosed funders

- **Lion Foundation** (foundation) — NZ$10k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/the-coromandel-heritage-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-coromandel-heritage-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-coromandel-heritage-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC29802
- Charity website: http://www.thetreasury.org.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-coromandel-heritage-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-30T09:02:50.184Z.